HI
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Harbour Investments’s iShares Gold Trust IAU Stock Holding History

Harbour Investments’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.77M Buy
76,774
+16,768
+28% +$1.54M 0.1% 185
2025
Q4 		$4.87M Buy
60,006
+1,715
+3% +$134K 0.1% 199
2025
Q3 		$4.24M Buy
58,291
+311
+0.5% +$20.3K 0.1% 194
2025
Q2 		$3.62M Buy
57,980
+3,741
+7% +$232K 0.09% 196
2025
Q1 		$3.2M Buy
54,239
+2,807
+5% +$152K 0.09% 195
2024
Q4 		$2.55M Buy
51,432
+4,832
+10% +$243K 0.07% 234
2024
Q3 		$2.32M Buy
46,600
+3,053
+7% +$143K 0.07% 241
2024
Q2 		$1.91M Sell
43,547
-255
-0.6% -$11.3K 0.06% 264
2024
Q1 		$1.84M Buy
43,802
+1,333
+3% +$52.3K 0.07% 271
2023
Q4 		$1.66M Sell
42,469
-1,296
-3% -$48.5K 0.07% 264
2023
Q3 		$1.53M Sell
43,765
-290
-0.7% -$10.6K 0.08% 249
2023
Q2 		$1.6M Buy
44,055
+616
+1% +$23.1K 0.08% 243
2023
Q1 		$1.62M Buy
43,439
+4,103
+10% +$147K 0.09% 217
2022
Q4 		$1.36M Buy
39,336
+7,073
+22% +$232K 0.08% 237
2022
Q3 		$1.11M Hold
32,263
– – 0.07% 260
2022
Q2 		$1.11M Buy
+32,263
New +$1.15M 0.07% 260
2021
Q4 		$1.12M Sell
32,234
-42,858
-57% -$1.46M 0.07% 276
2021
Q3 		$2.51M Sell
75,092
-2,067
-3% -$70.4K 0.08% 222
2021
Q2 		$2.6M Buy
+77,159
New +$2.67M 0.08% 222

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Harbour Investments's IAU Position: Q1 2026 in Review

Harbour Investments increased its iShares Gold Trust (IAU) stake by 28% in Q1 2026, buying an estimated $1.54M and bringing the position to 76,774 shares worth $6.77M. The position accounts for 0.1% of the portfolio, ranked #185.

Harbour Investments first reported a position in IAU in Q2 2021 and has held it in 19 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Harbour Investments held 76,774 shares of iShares Gold Trust worth $6.77M as of Q1 2026.
  • Harbour Investments bought 16,768 iShares Gold Trust shares in Q1 2026, an estimated $1.54M.
  • iShares Gold Trust made up 0.1% of Harbour Investments's portfolio in Q1 2026, its #185 holding.
  • Harbour Investments first reported a position in iShares Gold Trust in Q2 2021 and has held it in 19 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.